Self-Managed Super Fund Advice and Administration
As the name suggests, a self-managed super fund is one that the members manage for their own benefit.
Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, which in turn means that super benefits are managed in ways that complement all other elements of a financial plan. This includes, of course, your estate planning (super benefits are not generally subject to your will and therefore you need to make specific arrangements for the posthumous management of super benefits).
Correct planning also typically allows SMSFs to be the most efficient way for retirement benefits to be held.
Our comprehensive SMSF service ranges from establishing a new SMSF, to managing contributions into and investments by new and existing funds, to ensuring that the fund complies with the various aspects of super law to which it is subject. We can also assist you to utilise your SMSF to optimise your life insurance arrangements.
Trent Burton Sampson
Founder and Adviser
We started in 1992 with Colonial Mutual in Moree NSW, moved to Lend Lease Financial Planning in 1995 which was later renamed ApogeeFP. In 2003, moved to GWM (MLC FP). We also hold an General Insurance arrangement with Insurance House Melbourne and have had that since 2008.
Our aim is to provide Risk Insurance to the small business owners market.
Trent Burton Sampson is an authorised representative (245450) of Dover Financial Advisers Pty Ltd (AFSL 307248).